for immediate release lincoln financial advisors ... clu®, chfc®; rob hirsh,crpc® and elizabeth...

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Page 1: FOR IMMEDIATE RELEASE Lincoln Financial Advisors ... CLU®, ChFC®; Rob Hirsh,CRPC® and Elizabeth Isaacs, MBA. Sagemark Consulting, a division of Lincoln Financial Advisors Corp.,

Lincoln Financial Advisors / Sagemark Consulting • Northern Ohio Regional Planning Group 2001 Crocker Road, Suite 400 • Westlake, Ohio 44145

http://sagemarkconsulting-cleveland.com/

FOR IMMEDIATE RELEASE

Lincoln Financial Advisors Grows Financial Planning Service With West Side Location New Office Opens Near Crocker Park Shopping Center in Westlake, Ohio

CLEVELAND — May XX, 2015 — Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor today announced the expansion of their Northern Ohio Regional Planning Group offices via a secondary location on the west side of Cleveland. The new office is located at 2001 Crocker Road, Suite 400, Westlake, Ohio 44145, as an added convenience for individuals living and working in the western suburbs of Cleveland. Financial planners and associates at the west side office include: Jeremy DiTullio, CFP®, AWMA®, CRPC®; Adam DeBord; David Hensel, CRPC®, CLTC; Brett Ketvertis, CLU®, ChFC®; Rob Hirsh,CRPC® and Elizabeth Isaacs, MBA. Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor, is composed of a preeminent group of financial planners who have prodigious experience in wealth management, executive-focused planning and sophisticated wealth transfer strategies. Financial planners here pull from the National Planning Center, a team of trusted professionals that helps gather data, evaluate current strategies, analyze employee stock options and create customized financial plans catered to clients’ individual needs. This hub of experienced professionals is located in Northern Ohio. DiTullio, of Avon Lake, Ohio, has worked in the financial services industry since 2000 and says the new practice will primarily focus on providing comprehensive financial planning services to executives, physicians and retirees. Having pursued a leadership path himself, DiTullio understands firsthand the high expectations and demands that come with a mid-level career on the fast track to the next promotion. "I can empathize with and sympathize with people who run very demanding schedules," he says. "When you're looking for a service provider, you want someone who understands that corporate track, someone who is not going to waste your most precious commodity, which is your time." The new west side office is conveniently located directly across from Crocker Park Shopping Center. In addition to new and existing west side clients, financial planners here will also continue to serve clients in the eastern suburbs of Cleveland, in the Greater Akron area and throughout the state. Lincoln Financial Advisors is a designated Financial Planning Association® (FPA®) Alliance firm, an industry recognition for a firm that publicly fosters the value of financial planning and works to advance the profession. The firm’s pre-existing east side office is located at 28601 Chagrin Blvd., Suite 300, Cleveland, OH 44122. About Lincoln Financial Advisors Lincoln Financial Advisors Corp. (LFA) is the financial planning division of Lincoln Financial Group, and is a member of both FINRA and SIPC. Lincoln Financial Advisors professionals offer financial planning and investment advisory services, retirement services, life products, annuities, investments and trust services to affluent individuals, business owners and families. MEDIA CONTACT: Jeremy D. DiTullio, CFP®, AWMA®, CRPC® Financial Planner Phone: (216) 765-7450 Email: [email protected] CRN-1201002-051515